Financial Advisor Marketing and Practice Management Experts

You already know how important it is to take pictures at your social events.
Here's a great tip that will add excitement, prestige, and an extra touch of class to your next event photos...and to the event experience itself.
Here's the Hollywood-Style Tip
Take pictures of your attendees in front of a branded backdrop.
Every movie premiere and showbiz gala takes advantage of this.
Notice how the backdrop makes these images look glamorous and professional?
It adds an air of chic ...

Selection Sunday is behind us and March Madness has begun! During the coming weeks, 68 teams will compete for college basketball's biggest prize. Even if you’re not a college basketball fan, there are valuable business lessons you can learn from March Madness.
Effective sports franchises, like effective companies, adhere to strategies that will increase their chances of success.
Here are four lessons from March Madness that can help you run a better practice.
1. Have a Game Plan
It's ...

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How often are you reaching out to prospects and clients? To help you add to the effectiveness of your strategy, Platinum Advisor Strategies has recently released a powerful marketing and communications tool for financial advisors.
We're proud to announce the 2016 Spring Newsletters. They are available in print and digital formats.
Our 2016 Spring Newsletters are full of high quality design and content which covers of range of financial and lifestyle topics. You ...

New Releases
Don't Panic: 4 Level Headed Strategies for Volatile Markets
Spread this timely
message across
your client base.
2016 State of the Markets Presentation
This is a vital
presentation to
have every year.
2016 Wine Experience Invitation
A classy, fun event
that can prove to be
a great referral source.
January Education Video Script
Hitting the record button
is so much easier when
you have a completed ...

New Releases
2016 State of the Markets Invite
Clients won't want
to miss this important
educational event.
16 Financial Resolutions for 2016
Help clients focus
on a fulfilling and
successful 2016.
7 Principles of Long Term Investing
Introduce principles
that contribute to
long-term success.
Financial Workshop for Families
Educate the entire
family on nurturing
and protecting wealth.
Platinum Promotional: Gift ...

As we cruise toward the end of 2015, it’s a time for a lot of people to reflect on where they would like to be at this time next year.
Here’s what I’ve noticed:
People have the best of intentions when it comes to growth. But then they stall!
They get started for a bit, and then something more important comes up and puts them right back to where they started…and then it’s December all over again.
Most of us spend too much time on what is urgent and not enough time on what is ...

New Releases
2016 Tax Planning Paper
Provide clients with a
few eleventh-hour tax
tips they may find useful.
Social Security Changes and Your Retirement Picture
Show your clients
how recent changes
affect them as retirees.
2015 Wealth Management 101 Seminar
An attention-grabber that
strongly positions you as
a wealth management expert.
2015 Beer Tasting Invite
Your guests will have
a blast sampling beers
from around the ...

New Releases
2015 Winter Celebration Invite
A classy dinner
and dancing event for
clients and their guests.
How Does an Inheritance Change Your Financial Picture?
Help guide prospects
and clients through
different options.
8 Timeless Principles of Investing
Make investment
principles easy
to understand.
Platinum Promotional
2016 Wall Hanging Calendar
An easy way to stay
top-of-mind throughout
the ...

Platinum Advisor Strategies

From logo design to office forms and procedures, Platinum members get everything necessary to attract and retain high net-worth clients. All of this with a dedicated person that you'll know by name to help you every step of the way.